How do I manage participant columns and create filters?

How do I create / modify columns?

To create columns, go to the participants tab, then click on the 3 small dots in the top right-hand corner, then click on edit columns.

Once clicked, all the columns will appear, and you can add new ones by clicking on them in the bottom right-hand corner.

If you wish to change the header of a column, click on the relevant column, and you can then change the name displayed.

For more information, here's the link to the corresponding article: https: //docs.appcraft.events/docs/personnaliser-les-colonnes

 

 

How do I import and update my database?

To import your database, click on the three small dots in the top right-hand corner, then on "Import via Excel file". To update your file, click on "Update via Excel file".

Please check that the participant exists in the database. If it doesn't, it won't be added when the excel file is updated.

For more information, here's the link to the corresponding article: https: //docs.appcraft.events/docs/ajouter-vos-contacts

 

How do I view a participant's history?

To view a participant's history, go to the "Participants" tab and then to the "Histories" tab at the top.

This gives you a complete history of each participant. You can also find the history of actions concerning this participant by clicking on the "Pendulum" icon next to the "Map" icon.

For more information, here's the link to the corresponding article: https: //docs.appcraft.events/docs/general-1

 

 

How do I filter/group (save a filter)?

The filter button at the top of the page lets you filter your database using one or more conditions. To create a filter, click on "Add a condition".

A drop-down menu will appear, depending on the database you wish to filter. If you're using a recurring filter, you can save it by clicking on the "Save in new tab" arrow in the top right-hand corner.

You can find your saved filtered views to the right of your main database entry. To group data according to specific criteria, select the "Group" button to the right of the "Columns" button. The result is a view grouped according to a specific criterion.

For more information, here's the link to the corresponding article: https: //docs.appcraft.events/docs/general-1

How do I delete a user?

To delete a user, you'll find a "Trash" icon on the participant's line. When you click on it, a pop-up window opens: "Are you sure you want to delete the entry "XXX"? Then click on delete.

For more information, here's the link to the corresponding article: https: //docs.appcraft.events/docs/general-1